The development trend of high-end and intelligent industry is obvious
Domestic motorcycles "brave" a new way
Exhibition car of the 21st China International Motorcycle Expo
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Domestic motorcycle brand - Benda Napoleon participated in the exhibition
Text/Picture Yangcheng Evening News reporter Pan Liang Intern Chen Lei
Recently, the 700st China International Motorcycle Expo (hereinafter referred to as "Mobo") opened in Chongqing. This year's Mobo attracted more than 70 enterprises from China, Italy, Germany, France and other countries and regions, and more than 1000 motorcycle and electric vehicle brands around the world brought more than 50,<> new cars to the exhibition. In addition, parts manufacturers and apparel supplies companies in the fields of motorcycle EFI systems, shock absorbers, and modified parts were all present. The scale of this exhibition is <>% larger than the previous one, basically covering the entire industry chain of two-wheelers.
On the first day of the opening, industry professionals from the Chamber of Commerce enterprises, research institutions and distribution links gathered at the 2023 China Motorcycle Chongqing Forum to discuss the effective path for China's motorcycle industry to solve the current market bottleneck and accelerate the transformation and upgrading of intelligence and electrification with the theme of "Opportunities and Challenges in the Era of Change".
The demand for overseas is strong, and the added value of products needs to be improved
Li Bin, executive vice president of the China Motorcycle Chamber of Commerce, mentioned at the forum that since the beginning of this year, China's motorcycle production and sales and exports have declined to varying degrees, of which sales have fallen by about 10%. According to data from the Chamber of Commerce, China's motorcycle production and sales from January to August this year totaled 1.8 million and 1336.1 million units, respectively, down 1299.87% and 8.08% year-on-year.
Market demand has fallen, which has already been seen last year. According to statistics from the China Motorcycle Chamber of Commerce, in 2022, China's production and sales of motorcycles will be 2129.22 million and 2142.16 million units, down 08.15% and 55.2021% year-on-year. Among them, the decline in foreign trade exports exceeded expectations, and the Prospective Industry Research Institute quoted data from the General Administration of Customs as saying that after a peak of 3500 million units in 2648, the cumulative export volume last year fell significantly to 24.3 million vehicles, a cumulative decrease of <>.<>%.
At the beginning of this year, domestic motorcycle sales ushered in a wave of favorable market, and the monthly production and sales of two-wheelers once rushed to 150.40 million units, an increase of nearly 2% over the same period last year. However, the hot start did not last long, as the travel conditions are no longer restricted, the demand for long-distance travel is blowout, the market dividend space continues to compress, and the large-displacement motorcycles that performed well last year have not been able to maintain the trend of contrarian growth. Honda, Qianjiang and other domestic and foreign manufacturers have embarked on the road of "price for volume", with the highest decrease of nearly 5,<> yuan.
For the current market trend, Zhiyan Consulting believes that the domestic motorcycle industry is in a period of structural adjustment, the market demand scale of traditional road vehicles and tool models is gradually shrinking, and the market share of medium and large displacement leisure and entertainment models is growing. In the first seven months of this year, the export of large-displacement motorcycles was 7,11 units, a year-on-year increase of 44%, and the average unit price of exports with more than 250 displacement rose to about 3000,<> US dollars, optimizing the structure of motorcycle export products and giving enterprises stronger profitability.
"In the past, motorcycle exports were only 500 or 18,<> yuan for <> US dollars, and basically the profit was very low. At present, many enterprises' exports basically rely mainly on export tax rebates, and the products themselves have no profits. Li Bin said that if motorcycle companies want to make profits, they cannot only rely on <>% export tax rebates, and increasing the added value of products is king. Zhiyan Consulting analyzed that although the current domestic brand R & D technology and brand awareness have been significantly improved, it is mainly concentrated in the low-end track, and there is still a gap with international high-end brands under the fierce competition in the industry.
However, with the increase of large-displacement motorcycle models with high added value, the economic efficiency of the industry is continuing to improve, and the total profit has increased significantly. Li Bin revealed that motorcycle companies achieved a profit of 58.44 billion yuan in the first half of this year, a year-on-year increase of 100%, and the annual industry profit is expected to exceed <> billion yuan.
Motorcycle companies are actively building an intelligent ecosystem
According to the report "2021-2027 Global and China Electric Motorcycle Market Status and Future Development Trend", the global electric motorcycle market is expected to reach 2026.693 billion yuan in 6, with an annual growth rate of 5.2027%. According to estimates, China's motorcycle production will reach 2250.30 million units in 61, of which electric motorcycles will account for <>%. According to the Zhiyan consulting report, China's electric motorcycle sales last year were mainly contributed by Yadi Technology, Zhejiang Luyuan, Dongguan Tailing and other enterprises, of which Yadea's market share accounted for <>%.
"As early as 2021, the development trend of electrification and intelligence of two-wheeled motorcycles has become an industry consensus, and the intelligent travel mode led by new technologies driven by innovation, artificial intelligence and mobile Internet as technical means is profoundly changing people's travel life." Zhang Biao, president of the Central Research Institute of Yadi Technology Group, said at the forum that with the promotion of electrification in the automotive field, the development of China's new energy industry chain has spilled over to electric motorcycles, and new energy electric vehicles have created a development model for electric motorcycles in terms of "battery, motor, electronic control" three electric technology research and development, software and hardware intelligent development and industrial ecological win-win. For example, Yadea's high-end brand Feiyue has applied automotive-grade software architecture solutions, from the bottom layer to the application layer to the algorithm are using model calculation code, and the new Feiyue FD9 released at this Moexpo is equipped with intelligent systems such as Pathfinder 4.0 power control and purple elf intelligent driving on the basis of intelligent algorithms.
In addition to learning from the upgrade experience of electric vehicles, domestic manufacturers are also exploring intelligent solutions that adapt to the motorcycle driving ecology. Li Bin introduced that the intelligent anti-collision system has begun to be applied on motorcycles, and in the future, motorcycles will have two anti-collision radars in front and behind, which will automatically brake to prevent collision and automatically turn when entering a safe distance; In addition, intelligent helmet HUD, ACC automatic following system, adaptive cruise lane keeping system, etc. based on AI technology are also stepping up, and motorcycle autonomous driving is no longer far away.
On the other side of electrification and intelligence, will fuel motorcycles accelerate their withdrawal from the historical stage? Li Bin believes that the traditional advantages of fuel vehicles in terms of cruising range, long-distance travel consumption purpose, and driving experience still exist, and will not enter the full electrification as quickly as cars. According to the "China Mobile Source Environmental Management Annual Report" released by the Ministry of Ecology and Environment, the total emission of four pollutants from motor vehicles in the country in 2021 was 1557.7 million tons, and the Yangcheng Evening News reporter found that compared with the 93.1% share of pollutant emissions of automobiles, fuel motorcycles accounted for only 5.9% of the total. Li Bin believes that based on the characteristics of small emissions, fuel motorcycles will have a long life cycle, and at the same time, the development of renewable energy and low-carbon fuel energy such as methane and liquid hydrogen will be the direction of upgrading and transformation of fuel vehicles. (Yangcheng Evening News)